This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | $5.6M | 8.0% |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | $5.1M | 7.4% |
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | $4.8M | 6.9% |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | $4.7M | 6.7% |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | $4.1M | 5.9% |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | $3.6M | 5.2% |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | $1.8M | 2.6% |
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | $1.3M | 1.8% |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | $882K | 1.3% |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | $826K | 1.2% |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | $342K | 0.5% |
| TROWE PR D 2065 TR A T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | $161K | 0.2% |
| TROWE PR D 2010 TR A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | $8K | <0.1% |
| TROWE PR D 2005 TR A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERCIVES | 04-3523567 | — | SECURITIES BROKER | $0 | — |